Financial Professional
guardian lifeMadison, WI
Financial Professional
L5
guardian lifeMadison, WI2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationThe Guardian Network is expanding our team and looking for a motivated individual to join us as a Financial Professional. The position offers unlimited growth potential in the financial services industry.
As a Financial Professional you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.
We believe that providing the best for clients requires us to support you with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.
We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective. We invest in your success.
What you'll be doing:
Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
Provide clients with information related to financial products and services on an ongoing basis.
Develop and maintain a base of clients who value your input and guidance.
Work with clients to keep their financial plans current and aligned with their goals.
Requirements Must be a US citizen or permanent resident
Preferred Qualities Self-motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
Desire to help others achieve financial success through planning and protection
Driven to win and seeking a high-income potential opportunity
An interest in building markets through connections and experiences to cultivate long term relationships
Apply now (opens in a new tab)
Level
SeniorL5
Location
Madison, WI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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